Clinton Mccalla is a CFP-designated registered investment advisor at Wedmont Private Capital, based in Lakeway, TX, with 12 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 498 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wedmont Private Capital includes investment management services as part of its ongoing financial planning service. Clients pay a fixed quarterly fee of $3,125 ($12,500 per year) which covers both financial planning and investment management. If WPC engages a third-party manager, that manager may charge a separate fee in addition to WPC's fee.
Location
Lakeway, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Clinton is a volunteer committee member for the Lake Travis Independent School District CLASS Committee since September 2024, providing feedback on policies. The committee meets quarterly.
Employment History
Current Registrations
Wedmont Private Capital
Previous Registrations
Meira Wealth
Hightower Advisors, LLC
Fisher Investments
Wealth Planning Company of Texas
The Lubitz Financial Group
D.R. Saur Financial, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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